The Team Concept

Because Regency is a specialized wealth management practice with a select clientele, we’re able to provide you with the services and advice of a distinguished group of professionals. You won’t just have one financial advisor; you’ll have a team. That means that you benefit from your team members’ individual strengths and from the synergy that comes from combining their areas of expertise. Further, it means that there’s always a Regency team member available to meet with you, by phone or in person, in the greater Tri-State area or elsewhere in the country.

Your Team

Meet Your Team

Each member of Regency Wealth Management draws on an impressive array of professional experiences and expertise when addressing your financial and investment planning needs. Moreover, each is deeply committed to community service via religious, charitable, and educational organizations. In other words, these are advisors you can trust to care about your total wellbeing, not just your financial bottom line. We’re proud to call many of our clients our friends!

Your Extended Team

On occasion, we advise consulting with other professionals in order to gather the most authoritative and current information affecting your planning and investment strategies. We have assembled a network of lawyers, accountants, tax code experts, and other specialists that we can call on; we’re also happy to meet with specialists with whom you already have a good working relationship.

Regency has instituted an Internship initiative for promising college students in the financial services field. We consider interns as junior members of our team; not only do they learn in a real-world, real-business setting but they also can contribute fresh young perspectives valuable to us and to our clients, particularly those whose portfolios address multi-generational interests.